YIDU TECH (02158) once again won a bid for a provincial-level integrated project in the healthcare sector worth approximately 15 million RMB. The profitable and scalable implementation of the project will create a positive feedback loop.

On April 22, YIDU TECH (02158) issued a voluntary announcement, stating that its subsidiary Yidu Cloud (Beijing) Technology Co., Ltd. won the bid for the construction project of the Hainan Intelligent Health Island, with a project amount of approximately 14.76 million yuan. It is understood that this project is the second phase of the "Three Medical Association and One Network" project, a systematic and innovative health and livelihood project under the background of the construction of the Hainan Free Trade Port. It will strengthen the promotion and application of digital therapy and other intelligent health technologies at the grassroots level, becoming a provincial benchmark demonstration case for the company to expand related businesses in Hainan and nationwide. This is not the first project that YIDU TECH has landed in Hainan. Previously, the company announced that it had won the bid for the Hainan Provincial Comprehensive Regional Infectious Disease Monitoring Early Warning and Emergency Command Information Platform (Phase II) project with a bid amount of 12.89 million yuan. The total amount of the two major projects exceeds 27 million yuan, covering the provincial health data hub and public health emergency two core scenarios. Earlier, the company also constructed the Boao Lecheng Real World Data Research Platform, which has supported the approval and listing of 22 international innovative drugs and medical devices. It has also been deeply involved in the "2+3" health service project in Hainan Province, gradually landing digital therapy innovation results in important cities such as Lingshui, Qionghai, Sanya, Wanning, and Wenchang. The intensive landing of many projects in Hainan not only consolidates YIDU TECH's leading position, but also establishes a full-scenario service model of "public health emergency + three medical association + digital therapy + real-world research" as a pilot in Hainan, forming a replicable and scalable industry benchmark. In terms of performance, YIDU TECH announced a positive profit forecast for the fiscal year 2026 on April 20, which has become an important signal of commercial realization in the AI medical industry. The announcement shows that the company is expected to achieve a net profit of 55-70 million yuan in the fiscal year, marking the first annual turnaround to profitability in 11 years. The turning point in profitability stems from AI technology deepening the product upgrade, significant growth in core business new orders, and the continuous optimization of gross profit margin driven by high value-added product structure. Subsequently, international institutions such as Citigroup reaffirmed their "buy" rating and set a target price of 11 Hong Kong dollars, further confirming the market's recognition of its commercial prospects. On the product side, the company's clinically evidenced intelligent platform "Yidu ZhiXun" is accelerating its penetration into medical scenarios. The solution based on the "Yidu ZhiXun" evidence-based engine has been implemented in more than 40 tertiary hospitals and has participated in over 500,000 clinical decision-making processes. According to the latest news, YIDU TECH will officially release the new AI medical products "Yidu ZhiXun" Hospital Edition and "Yidu ZhiGuan" at the CHIMA 2026 annual conference on the 24th. Analysts believe that with the scale promotion of Yidu ZhiXun, the intensive landing of provincial major projects and the establishment of a profit turning point, YIDU TECH is becoming a benchmark enterprise for the commercial realization of China's AI medical industry, further clarifying the trend of high-quality development in the industry.